Assisting clients with income or estate tax reduction may seem like a small task in comparison to the vast amount of financial planning work advisors do yearly. However, if you can help your client find extra and unexpected funds in their tax returns, you can use those funds to set the client’s foundation for a lifetime of long-term success. Tax reduction techniques New tax reform laws in 2018 created significant tax liabilities to many consumer’s income and estate taxes. Most individual … [Read more...]
About the Author
William M. Upson, CLU, ChFC is an author, financial advisor and registered principal with a FINRA/SIPC member firm. He has provided insurance and investment solutions since 1982 with a primary focus on income and estate planning. Bill is a 25-year member of MDRT, a twenty-year Top of the Table producer and an MDRT Royal Excalibur Knight. He is the author of the book Long-Term Care: Alternatives and Solutions and co-author of the book Orderly Affairs: Pathways to Financial Freedom for Everyone.